SGK
Steigerwald Gordon & Koch Portfolio holdings
AUM
$948M
1-Year Return
17.35%
This Quarter Return
+5.93%
1 Year Return
+17.35%
3 Year Return
+62.97%
5 Year Return
+126.95%
10 Year Return
+248.69%
AUM
$363M
AUM Growth
+$235K
(+0.06%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-5.04%
Top 10 Holdings %
Top 10 Hldgs %
33.3%
Holding
95
New
6
Increased
19
Reduced
50
Closed
11
Top Buys
| 1 |
Dick's Sporting Goods
DKS
|
$865K |
| 2 |
Baker Hughes
BKR
|
$673K |
| 3 |
Dominion Energy
D
|
$424K |
| 4 |
Duke Energy
DUK
|
$412K |
| 5 |
Amazon
AMZN
|
$357K |
Top Sells
| 1 |
Check Point Software Technologies
CHKP
|
$12M |
| 2 |
Exxon Mobil
XOM
|
$936K |
| 3 |
Elevance Health
ELV
|
$751K |
| 4 |
Home Depot
HD
|
$583K |
| 5 |
Amgen
AMGN
|
$554K |
Sector Composition
| 1 | Technology | 22.89% |
| 2 | Healthcare | 18.42% |
| 3 | Communication Services | 10.21% |
| 4 | Financials | 9.66% |
| 5 | Consumer Staples | 7.91% |
